PCFFS
SPTI icon

Pacific Center for Financial Services’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Pacific Center for Financial Services’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55K Hold
1,938
– – 0.01% 202
2026
Q1 		$55.5K Sell
1,938
-173
-8% -$4.99K 0.01% 190
2025
Q4 		$61K Hold
2,111
– – 0.02% 184
2025
Q3 		$61K Buy
+2,111
New +$60.7K 0.02% 184

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pacific Center for Financial Services's SPTI Position: Q2 2026 in Review

Pacific Center for Financial Services held its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) position steady in Q2 2026 at 1,938 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #202.

Pacific Center for Financial Services first reported a position in SPTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $61K in Q4 2025. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Pacific Center for Financial Services held 1,938 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $55K as of Q2 2026.
  • Pacific Center for Financial Services left its State Street SPDR Portfolio Intermediate Term Treasury ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #202 holding.
  • Pacific Center for Financial Services first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Pacific Center for Financial Services's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $61K in Q4 2025.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.